Chinese AI chips trail US on performance-per-watt, but networking and cheap power close the gap
pstAsiatech · x · 2026-09-07
Analyst Patrick Moorhead notes Chinese datacenter AI chips have always lagged US chips on performance-per-watt (PPW). Quoting him, pstAsiatech argues that misses the point: China compensates with strong networking and unlimited power, and adds that the widely circulated comparison chart is out of date.
More from Infra
- 1-bit quantized embeddings cut vector index storage up to 60x with <1% quality loss — burkov · 2026-09-07
- Starlink caps heavy 'unlimited' users to 10Mbps after ~5TB monthly usage — mcraddock · 2026-09-07
- lauriewired: CXL.mem via a good switch at ~500ns should still beat 1-4us RDMA — lauriewired · 2026-09-07
- Anthropic commits $517B in compute deals, ~3x what it told investors — GaryMarcus · 2026-09-07
- SemiAnalysis drops 52-minute deep dive: AI is running out of power — dylan522p · 2026-09-07
- Not enough CPUs to run all agents: sandbox architecture needs a rethink, says Anthropic exec — dinasaur_404 · 2026-09-07